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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 14, 2025 | Atai Capital Management | 32.8% | 29.4% | ALNT, ALOT, BELFB, CABO, HAI.TO | activism, Concentration, Governance, small caps, value | The fund operates a concentrated Micro and Small-Cap strategy with approximately 66% of the portfolio consisting of businesses with market caps smaller than $500M. The manager notes finding the current market environment difficult for idea generation in small caps. | ALOT CABO |
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| 2026 Q1 | May 18, 2026 | Argosy Investors | - | - | ALNT, CDW, CELH, COF, DAVA, DFH, FMX, FND, FSV, GDDY, HOV, KOF, POOL, TOITF, W | AI, Financial Services, Homebuilders, M&A, software, technology, value | POOL COF FND CDW FSV TOITF |
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| 2024 Q4 | Mar 11, 2025 | Argosy Investors | - | - | ALNT, CDW, CSWI, DAVA, MSFT, NVDA, TOITF | AI, Buybacks, Data centers, small caps, technology, Utilities, value | Manager discusses cooling enthusiasm around AI following DeepSeek release and draws parallels to late 1990s telecom buildout. Notes AI's potential to reduce coding and marketing labor, which could impact companies like Endava. | CDW ALNT |
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| 2024 Q3 | Sep 30, 2024 | THB Asset Management | 10.3% | 10.1% | ALNT, BSIG, BWMN, CEG, CLMB, HONE, HWKN, HZO, IMMR, LUMN, LUNA, MSFT, MYRG, PLUS, POOL, RBBN, TRNS, UFPT, VZ, XPRO | Data centers, Energy Transition, Federal Reserve, interest rates, Micro Cap, productivity, small caps, Utilities | Green energy transition initiatives are taking place just as demand for electricity is increasing from EVs and data centers. Utilities are raising rates to fund grid upgrades for offshore wind and neighborhood electrification investments. Solutions to the challenges facing the electrical grid and power generation needs are being developed in real time, which provides investment opportunities within small and mid-size investment universes. | RBBN |
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| 2024 Q2 | Jun 30, 2024 | THB Asset Management | 10.3% | 10.1% | ALNT, AMZN, BSIG, BYON, CRNC, DAKT, HWKN, IMMR, LIMB, LMAT, LUNA, NVDA, NVEE, PLUS, POOL, RES, TRNS, UFPT, VCEL, VITL | AI, Elections, inflation, infrastructure, Microcap, small caps, technology, value | Artificial intelligence is receiving significant media attention with companies committing billions to building infrastructure for data storage and processing. The AI ecosystem includes undiscovered companies whose products and services are necessary for continued infrastructure build-out. THB holdings participating in AI infrastructure include Limbach Holdings, NV5 Global, ePlus, and Luna Innovations. | DAKT |
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| 2023 Q4 | Jan 2, 2024 | Diamond Hill Small Cap Fund | 8.5% | 12.2% | ALNT, BBCP, CIVI, CMT, ERII, LOB, MAMA, OZK, RCKY, RHP, RRR, RYN, WNS, WWW | consumer discretionary, energy, financials, industrials, small caps, value | Red Rock Resorts successfully opened its Durango Casino and Resort in December and is already discussing the second phase development. The company controls over half the Las Vegas local market and is positioned to capitalize on Las Vegas economic growth as major sports franchises locate there. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Argosy Investors | Allient Inc | Industrials | Aerospace & Defense | Bull | NASDAQ | Acquisitions, Aerospace, Defense, Industrial automation, medical equipment, Plant Consolidation, post-COVID recovery, specialty chemicals, turnaround, Value | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| Ray Dalio | Bridgewater Associates | $27.4B | $2.6M | 0.01% | 48,385 | +12,827 | +36.07% | 0.2288% |
| Israel Englander | Millennium Management LLC | $233.2B | $7.4M | 0.00% | 137,527 | +38,447 | +38.80% | 0.6503% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $1.5M | 0.00% | 28,303 | -33,530 | -54.23% | 0.1338% |
| Cliff Asness | AQR Capital Management | $190.6B | $1.6M | 0.00% | 28,899 | +5,535 | +23.69% | 0.1366% |
| Mario Gabelli | GAMCO Investors | $10.4B | $9.4M | 0.09% | 175,110 | +0 | +0.00% | 0.8280% |